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Senior Managing Partner,
Website: Coeus Financial
Robert Trejo is a Certified Financial FiduciaryÂ®, an Investment Adviser Representative and Senior Managing Partner of Coeus Financial, an independent, full-service wealth management firm. Robert holds his series 6, 63, 65 securities licenses; he is a National Social Security Advisor (NSSAÂ®) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries | NACFFÂ® and the Society of Financial Awareness, a 501(c)(3) nonprofit public benefit corporation whose mission is to provide financial education across America, one community at a time. Robert regularly hosts free financial educational workshops across the country.
Setting and forgetting your risk tolerance may cause unwanted results in your investment portfolio. Instead, review your risk profile each and every year with these five steps.
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Should you take benefits ASAP or wait? It's the million-dollar retirement question, but it's far from the only factor involved in making the most of your Social Security nest egg. There are other possibilities to consider as well.